Compare · 2 funds side by side · dividends reinvested

CDL and SCHB

CDLVictoryShares×SCHBSchwab×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,377SCHB · best of the two

02 / 04

CDL and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.23%+19.1%+22.2%+18.8%+10.1%−7.9%11.1%$413M1.4

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$43.2B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CDL 2015 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Large Cap High Div Volatility Wtd ETF · $413M$16,213

CDL

SCHB

Schwab U.S. Broad Market ETF · $43.2B$16,377

$10,000 five years ago, dividends reinvested · they hold 10.7% in common

CDLMeasureSCHB

+19.1%Year to dateJan 1 → Nov 6+8.8%

+22.2%1 yearTotal return+9.7%

+18.8%3 years · per year$10,000 became $16,786 · $17,991+21.6%

+10.1%5 years · per year$10,000 became $16,213 · $16,377+10.4%

0.38%Expense ratio$38 · $3 a year on $10k · lower is better0.03%

3.23%Trailing 12-mo yield$323 · $109 a year on $10k1.09%

−7.9%Worst dropSmaller is better−8.9%

11.1%VolatilityLower is calmer13.8%

CDLSCHB Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3CDL wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CDL vs SCHB: Top 5 Holdings

Today

CDL

8.4%in top 5

SCHB

in top 524.8%

CDLStockSCHB

not top 5AAPL7.1%

not top 5NVDA6.2%

not top 5MSFT5.6%

not top 5AMZN3.6%

not top 5GOOGL2.3%

1.8%WECnot top 5

1.7%EDnot top 5

1.7%DUKnot top 5

1.7%EVRGnot top 5

1.6%LNTnot top 5

Held in common10.7%

End-of-day Nov 6, 2026 · share of each fund

CDL vs SCHB Returns, Every Period

VictorySharesCDL

+10.1%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

CDLSCHBFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CDL vs SCHB

YTD

VictorySharesCDL

+19.1%

SCHBSchwab

+8.8%

+19.1%Year to date+8.8%

−7.9%Worst drop · 1Y−8.9%

11.1%Volatility · 1Y13.8%

3.2%Yield1.1%

$413MAssets$43.2B

4–0CDL wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CDL, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

CDL0.38%$38

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CDL, SCHB

3.23%highest, CDL

FundTrailing yieldYield$10k

CDL3.23%$323

SCHB1.09%$109

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, CDL

CDL$323 − $38 = $285

SCHB$109 − $3 = $106

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CDL, SCHB

Today

10.7%most shared, CDL and SCHB

CDLSCHB

CDL—10.7%

SCHB10.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.2%CDL, at 11.1% volatility

CDLWorst drop−7.9%11.1% vol

SCHBWorst drop−8.9%13.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CDLSCHB

+19.1%Year to date+8.8%

3.2%Yield1.1%

+22.2%Past year+9.7%

0.38%Fee0.03%

3–1CDL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026